401k Plan data: KING AND MCCUNE ORTHODONTICS LLC 401-K PROFIT SHARING PLAN plan

KING AND MCCUNE ORTHODONTICS LLC 401-K PROFIT SHARING PLAN 401k Plan overview

Plan Name	KING AND MCCUNE ORTHODONTICS LLC 401-K PROFIT SHARING PLAN
Plan identification number	001

KING AND MCCUNE ORTHODONTICS LLC 401-K PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

KING AND MCCUNE ORTHODONTICS LLC has sponsored the creation of one or more 401k plans.

Company Name: KING AND MCCUNE ORTHODONTICS LLC

Employer identification number (EIN): 454129325

NAIC Classification: 621510
NAIC Description: Medical and Diagnostic Laboratories

Additional information about KING AND MCCUNE ORTHODONTICS LLC

Jurisdiction of Incorporation: Georgia Department of States Corporations Division

Incorporation Date: 2012-01-05

Company Identification Number: 1684159

Legal Registered Office Address: 3401 NORTHSIDE PARKWAY
SUITE 200
ATLANTA
United States of America (USA)
30327

More information about KING AND MCCUNE ORTHODONTICS LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KING AND MCCUNE ORTHODONTICS LLC 401-K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-01-01
001 2021-01-01
001 2021-01-01 SUZANNE KING
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 SUZANNE KING
001 2016-01-01 STEPHEN LAWANDALES
001 2015-01-01 STEPHEN LAWANDALES
001 2014-01-01 STEPHEN LAWANDALES
001 2013-01-01 STEPHEN LAWANDALES
001 2012-01-01 STEPHEN LAWANDALES

Financial Data on KING AND MCCUNE ORTHODONTICS LLC 401-K PROFIT SHARING PLAN

Measure	Date	Value
2021 : KING AND MCCUNE ORTHODONTICS LLC 401-K PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$2,352,485
Expenses. Total of all expenses incurred	2021-12-31	$0
Total plan assets at end of year	2021-12-31	$11,564,200
Total plan assets at beginning of year	2021-12-31	$9,211,715
Value of fidelity bond covering the plan	2021-12-31	$500,000
Total contributions received or receivable from participants	2021-12-31	$89,500
Contributions received from other sources (not participants or employers)	2021-12-31	$18,674
Other income received	2021-12-31	$2,144,733
Net income (gross income less expenses)	2021-12-31	$2,352,485
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$11,564,200
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$9,211,715
Total contributions received or receivable from employer(s)	2021-12-31	$99,578
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : KING AND MCCUNE ORTHODONTICS LLC 401-K PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$1,678,673
Expenses. Total of all expenses incurred	2020-12-31	$1,320
Benefits paid (including direct rollovers)	2020-12-31	$1,320
Total plan assets at end of year	2020-12-31	$9,211,715
Total plan assets at beginning of year	2020-12-31	$7,534,362
Value of fidelity bond covering the plan	2020-12-31	$500,000
Total contributions received or receivable from participants	2020-12-31	$91,000
Other income received	2020-12-31	$1,489,021
Net income (gross income less expenses)	2020-12-31	$1,677,353
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$9,211,715
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$7,534,362
Total contributions received or receivable from employer(s)	2020-12-31	$98,652
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : KING AND MCCUNE ORTHODONTICS LLC 401-K PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$1,847,045
Expenses. Total of all expenses incurred	2019-12-31	$25
Total plan assets at end of year	2019-12-31	$7,534,362
Total plan assets at beginning of year	2019-12-31	$5,687,342
Value of fidelity bond covering the plan	2019-12-31	$500,000
Total contributions received or receivable from participants	2019-12-31	$69,000
Other income received	2019-12-31	$1,688,614
Net income (gross income less expenses)	2019-12-31	$1,847,020
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$7,534,362
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$5,687,342
Total contributions received or receivable from employer(s)	2019-12-31	$89,431
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$25
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : KING AND MCCUNE ORTHODONTICS LLC 401-K PROFIT SHARING PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$1,302
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$-364,094
Expenses. Total of all expenses incurred	2018-12-31	$26,484
Benefits paid (including direct rollovers)	2018-12-31	$26,459
Total plan assets at end of year	2018-12-31	$5,687,342
Total plan assets at beginning of year	2018-12-31	$6,076,618
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$76,787
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-525,715
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-390,578
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$5,687,342
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$6,076,618
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2018-12-31	$0
Total contributions received or receivable from employer(s)	2018-12-31	$84,834
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$25
2017 : KING AND MCCUNE ORTHODONTICS LLC 401-K PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$2,014,407
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$828,192
Expenses. Total of all expenses incurred	2017-12-31	$1,050
Benefits paid (including direct rollovers)	2017-12-31	$0
Total plan assets at end of year	2017-12-31	$6,076,618
Total plan assets at beginning of year	2017-12-31	$3,235,069
Value of fidelity bond covering the plan	2017-12-31	$300,000
Total contributions received or receivable from participants	2017-12-31	$42,000
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$715,192
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$827,142
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$6,076,618
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$3,235,069
Total contributions received or receivable from employer(s)	2017-12-31	$71,000
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$1,050
2016 : KING AND MCCUNE ORTHODONTICS LLC 401-K PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$329,494
Expenses. Total of all expenses incurred	2016-12-31	$20,027
Benefits paid (including direct rollovers)	2016-12-31	$20,027
Total plan assets at end of year	2016-12-31	$3,235,069
Total plan assets at beginning of year	2016-12-31	$2,925,602
Value of fidelity bond covering the plan	2016-12-31	$300,000
Total contributions received or receivable from participants	2016-12-31	$42,000
Other income received	2016-12-31	$212,130
Net income (gross income less expenses)	2016-12-31	$309,467
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$3,235,069
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,925,602
Total contributions received or receivable from employer(s)	2016-12-31	$75,364
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : KING AND MCCUNE ORTHODONTICS LLC 401-K PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total income from all sources	2015-12-31	$-62,962
Expenses. Total of all expenses incurred	2015-12-31	$22,697
Benefits paid (including direct rollovers)	2015-12-31	$22,697
Total plan assets at end of year	2015-12-31	$2,925,602
Total plan assets at beginning of year	2015-12-31	$3,011,261
Value of fidelity bond covering the plan	2015-12-31	$300,000
Total contributions received or receivable from participants	2015-12-31	$42,000
Contributions received from other sources (not participants or employers)	2015-12-31	$146,197
Other income received	2015-12-31	$-326,377
Net income (gross income less expenses)	2015-12-31	$-85,659
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,925,602
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$3,011,261
Total contributions received or receivable from employer(s)	2015-12-31	$75,218
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : KING AND MCCUNE ORTHODONTICS LLC 401-K PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$203,321
Expenses. Total of all expenses incurred	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$3,011,261
Total plan assets at beginning of year	2014-12-31	$2,807,940
Value of fidelity bond covering the plan	2014-12-31	$300,000
Total contributions received or receivable from participants	2014-12-31	$40,500
Other income received	2014-12-31	$85,786
Net income (gross income less expenses)	2014-12-31	$203,321
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$3,011,261
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,807,940
Total contributions received or receivable from employer(s)	2014-12-31	$77,035
2013 : KING AND MCCUNE ORTHODONTICS LLC 401-K PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$419,795
Expenses. Total of all expenses incurred	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$2,807,940
Total plan assets at beginning of year	2013-12-31	$2,388,145
Value of fidelity bond covering the plan	2013-12-31	$200,000
Total contributions received or receivable from participants	2013-12-31	$40,500
Other income received	2013-12-31	$304,876
Net income (gross income less expenses)	2013-12-31	$419,795
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,807,940
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,388,145
Total contributions received or receivable from employer(s)	2013-12-31	$74,419
2012 : KING AND MCCUNE ORTHODONTICS LLC 401-K PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$2,058,909
Total plan liabilities at end of year	2012-12-31	$0
Total income from all sources	2012-12-31	$329,235
Expenses. Total of all expenses incurred	2012-12-31	$0
Benefits paid (including direct rollovers)	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$2,388,145
Total plan assets at beginning of year	2012-12-31	$0
Value of fidelity bond covering the plan	2012-12-31	$200,000
Total contributions received or receivable from participants	2012-12-31	$39,500
Other income received	2012-12-31	$216,363
Net income (gross income less expenses)	2012-12-31	$329,235
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,388,145
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$0
Total contributions received or receivable from employer(s)	2012-12-31	$73,372

Form 5500 Responses for KING AND MCCUNE ORTHODONTICS LLC 401-K PROFIT SHARING PLAN

2021: KING AND MCCUNE ORTHODONTICS LLC 401-K PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Mulitple employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: KING AND MCCUNE ORTHODONTICS LLC 401-K PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Mulitple employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: KING AND MCCUNE ORTHODONTICS LLC 401-K PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Mulitple employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: KING AND MCCUNE ORTHODONTICS LLC 401-K PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Mulitple employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: KING AND MCCUNE ORTHODONTICS LLC 401-K PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: KING AND MCCUNE ORTHODONTICS LLC 401-K PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: KING AND MCCUNE ORTHODONTICS LLC 401-K PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: KING AND MCCUNE ORTHODONTICS LLC 401-K PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: KING AND MCCUNE ORTHODONTICS LLC 401-K PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: KING AND MCCUNE ORTHODONTICS LLC 401-K PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	First time form 5500 has been submitted	Yes
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	KING AND MCCUNE ORTHODONTICS LLC
Employer identification number (EIN):	454129325
NAIC Classification:	621510
NAIC Description:	Medical and Diagnostic Laboratories

Jurisdiction of Incorporation:	Georgia Department of States Corporations Division
Incorporation Date:	2012-01-05
Company Identification Number:	1684159
Legal Registered Office Address:	3401 NORTHSIDE PARKWAY SUITE 200 ATLANTA United States of America (USA) 30327